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| Schwerin Boyle Capital Management Inc
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| |
|---|---|
| CRD # | 105004 |
| SEC # | 801-35156 |
| CIK # | 0000937522, 0000741914 |
| AUM | $1.1 BB (2024-03-20) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 413-784-0990 |
| Address | One Monarch Place, Suite 700 Springfield, MA 01144-0700 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| META | 434,852.0 | 63.6 | |
| GOOG | 1,482,566.4 | 52.3 | |
| WFC | 152,296.4 | 52.1 | |
| AXP | 107,077.6 | 48.2 | |
| ACN | 179,517.0 | 37.1 | |
| IT | 19,281.9 | 35.8 | |
| SPXC | 2,456.4 | 33.0 | |
| AAPL | 2,382,844.0 | 32.9 | |
| KMX | 15,067.5 | 32.6 | |
| XOM | 385,508.3 | 31.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Double PLAY Partners LP | 2012-03-30 | 320.2 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 4.6 |
| (b) Individuals (high net worth individuals) | 149 | 551.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 394.5 |
| (g) Pension and profit sharing plans | 0 | 16.2 |
| (h) Charitable organizations | 0 | 54.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 75.7 |
| (n) Other | 0 | 0.0 |
| Total | 184 | 1,096.8 |
| By Discretionary | ||
| Discretionary | 184 | 1,096.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 184 | 1,096.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,096.8 | |
| Total | 184 | 1,096.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000937522] |
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